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Focused investors/Clifford Sosin

Clifford Sosin - CAS Investment Partners

As of Q2 2026, Clifford Sosin reported 6 long-equity positions worth $1.88B in aggregate.

Copy-investor backtest

Latest quarter
+11.59%
1-year
+8.26%
3-year
+282.39%
5-year
+18.74%
3-year vs S&P 500
+209.15%
5-year vs S&P 500
-55.35%
5-year top 5
+18.74%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.

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Updated 2026-06-06 from SEC 13F data.

Live quotes available for 4 of 5 rows. Rows without a quote are marked unavailable.

1CVNACARVANA CO40.66%Add +0.4%2,535,331$158.69M$62.59No quote
2WRLDWORLD ACCEP CORP DEL24.45%Reduce -14.2%581,479$95.43MNo quoteNo quote
3CDLXCARDLYTICS INC14.39%New2,162,020$56.17M$25.98No quote
4HLFHERBALIFE NUTRITION LTD12.39%-1,130,482$48.34M$42.76No quote
5CACCCREDIT ACCEP CORP MICH8.12%Reduce -39.4%65,468$31.68M$483.82No quote